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    Annick Baumann

    Research Analyst at Jefferies

    Annick Baumann is an Equity Associate at Jefferies, specializing in equity research and analysis with a focus on financial and consumer services companies. Since joining Jefferies in 2022, he has contributed insights into sector performance and investment strategies, drawing on a background that includes executive leadership experience at Belimed SAS and prior roles at Avondale Partners LLC. Baumann holds academic credentials from Fudan University and the University of California, Santa Cruz, and maintains involvement in both analytical and principal corporate functions. Throughout his career, he has built an influential professional network and demonstrated expertise across investment banking and insurance sectors.

    Annick Baumann's questions to Okta (OKTA) leadership

    Annick Baumann's questions to Okta (OKTA) leadership • Q2 2026

    Question

    Annick Baumann of Jefferies, on for Joe Gallo, asked about any notable strengths or weaknesses in specific verticals or geographies beyond the federal sector, and also inquired about the key to unlocking Okta's international market opportunity.

    Answer

    CFO Brett Tighe and President & COO Eric Kelleher both highlighted continued strength in the large enterprise segment, evidenced by high growth in customers with over $100k and $1M in spend. CEO Todd McKinnon explained that the international strategy is to focus investment ruthlessly on its top 10 countries to maximize growth and avoid spreading resources too thinly.

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    Annick Baumann's questions to SailPoint (SAIL) leadership

    Annick Baumann's questions to SailPoint (SAIL) leadership • Q4 2025

    Question

    Annick Baumann from Jefferies asked about the drivers of new logo acquisition, specifically in displacing legacy IGA solutions.

    Answer

    CFO Brian Carolan explained that new logo growth is primarily driven by displacing old, expensive, and often on-premise legacy solutions. He emphasized that customers are actively seeking a more modern, efficient, and platform-based SaaS approach to identity security, creating significant headroom for SailPoint in this underpenetrated market.

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